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Magnus Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Magnus Financial Group’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
2,758
-29
-1% -$2.4K 0.02% 373
2026
Q1 		$207K Buy
+2,787
New +$199K 0.02% 359
2025
Q1 		– Sell
-5,808
Closed -$237K – 385
2024
Q4 		$237K Sell
5,808
-502
-8% -$22.1K 0.02% 317
2024
Q3 		$275K Buy
6,310
+672
+12% +$25.6K 0.03% 280
2024
Q2 		$219K Sell
5,638
-2,005
-26% -$87.4K 0.02% 297
2024
Q1 		$346K Buy
7,643
+202
+3% +$9K 0.04% 229
2023
Q4 		$379K Sell
7,441
-829
-10% -$41.1K 0.05% 200
2023
Q3 		$456K Sell
8,270
-72
-0.9% -$4.4K 0.07% 168
2023
Q2 		$542K Hold
8,342
– – 0.08% 161
2023
Q1 		$530K Sell
8,342
-3,132
-27% -$202K 0.08% 161
2022
Q4 		$672K Buy
11,474
+134
+1% +$8.95K 0.11% 138
2022
Q3 		$749K Sell
11,340
-2,805
-20% -$208K 0.14% 118
2022
Q2 		$1.03M Sell
14,145
-7,677
-35% -$546K 0.19% 92
2022
Q1 		$1.68M Buy
21,822
+2,556
+13% +$196K 0.28% 67
2021
Q4 		$1.63M Buy
+19,266
New +$1.71M 0.31% 58

Other funds holding LIT

WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Magnus Financial Group's LIT Position: Q2 2026 in Review

Magnus Financial Group reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1% in Q2 2026, selling an estimated $2.4K and leaving 2,758 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #373.

Magnus Financial Group first reported a position in LIT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2022. 80 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Magnus Financial Group held 2,758 shares of Global X Lithium & Battery Tech ETF worth $216K as of Q2 2026.
  • Magnus Financial Group sold 29 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $2.4K.
  • Global X Lithium & Battery Tech ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #373 holding.
  • Magnus Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 15 quarters since.
  • Magnus Financial Group's Global X Lithium & Battery Tech ETF position peaked at $1.68M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.